Helping Small Business Owners Navigate Retirement Plan Options

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Brian Seay, a Founding Partner at The Capital Stewards based in Huntsville, Alabama joins Enterprise Radio. He has served as an advisor to business owners and wealthy families and also designed strategies for the largest asset management firms in the industry.For more interesting and latest financial news podcast join exclusive enterprise podcast program.

Listen to host Eric Dye & guest Brian Seay discuss the following:

1. Tell us about The Capital Stewards and some of the work you do with entrepreneurs and small business owners?
2. What are some of the biggest challenges your small business clients are dealing with today?
3. When it comes to selecting a company retirement plan, what options are out there for small business owners?
4. What should small business owners take into consideration when selecting the best plan for their employees and partners, as well as themselves?
5. What are some of the other wealth management and retirement planning challenges you help small business owners overcome?
6. What other tips or advice do you have for small business owners in the current environment?

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Brian Seay, CFA, is a Founding Partner at The Capital Stewards based in Madison, Alabama. He has spent more than a decade in the financial services industry. He has served as an advisor to business owners and wealthy families and also designed strategies for the largest asset management firms in the industry. Brian is a CFA Charterholder and holds an MBA from Emory University’s Goizueta Business School. He is a member of the Financial Planning Association, the CFA Institute and the CFA Society of Alabama.

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Website: https://www.thecapitalstewards.com

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